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UBS Financial Services Relationship Manager in Bethesda, District Of Columbia

Relationship Manager

United States - District of Columbia, United States - Maryland, United States - Virginia

Business management, administration and support

Global Wealth Management

Job Reference #:



Bethesda, Reston, Washington

Job Type:

Full Time

Your role:

Our new Relationship Manager will play a significant role in our client's Private Wealth Management needs. This outstanding candidate will be a member of our Relationship Management Group – focused on delivering the resources of UBS to our clients.

You are the High Performer we are looking for if…

-You are proactive and organized

-You set goals and do what it takes to achieve them; no excuses

-You are accountable to your results; don't blame or explain

-You are obsessed with excellence and world-class service

-You take pride in proactively identifying, communicating, and resolving client issues across a breadth of subjects

-You are comfortable sharing your opinion and participating in team discussions

-You have experience in the financial services industry and are a leader amongst your peers

-You enjoy working with others in a team-based environment

-You are passionate and growth-minded, exploring ways to grow within your role and seeking out professional development

Your responsibilities…

-Deliver the full resources of the firm to clients, including coordination of both internal and external parties

-Develop and maintain client trust

-Provide prudent advice to clients in both enjoyable and difficult periods

-Schedule, prepare for, and conduct client reviews (including occasional travel)

-Analyze and communicate both investment performance and advanced planning topics

-Support Private Wealth Advisor and existing Relationship Managers with market research and client communications

-Clear and timely communication both proactively and in response to client inquiries or issues

-Participate in team projects, initiatives, dinners, trips, and meetings

Your team:

-You will be working with one of the top Private Wealth Teams in the industry with an obsession around world-class client service

-Our vision is to be the best Private Wealth Team in the industry at the best Private Wealth firm in the world; a place to join, grow, and retire from

-We are comprised of 6 Sub-Groups organized as Investment Consulting, Advanced Planning, Relationship Management, Operations, Team Management, and Business Development

-Our team culture centers around leadership and support, high performance, and fun

-We live and breathe by our Core Values of Integrity, Excellence, Service, and Growth

-You will be surrounded by great people (High performing A players), challenged, given opportunities, encouraged to grow, and compensated well

Your expertise:

Series 7 & 66

Ideally 3 years of experience within the financial services sector

Bachelor's degree

Excellent Communicator

Analytical and Logical

Dynamic and Flexible team player

About us:

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

Join us:

We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.

Disclaimer / Policy Statements:

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.